VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,281,646 | -25.2% | 147,906 | -23.2% | 0.00% | -25.0% |
| Q2 2023 | $20,427,384 | -6.1% | 192,584 | -6.6% | 0.00% | -20.0% |
| Q1 2023 | $21,752,298 | +3.3% | 206,183 | +6.0% | 0.01% | 0.0% |
| Q4 2022 | $21,048,700 | +9.2% | 194,517 | -4.3% | 0.01% | 0.0% |
| Q3 2022 | $19,279,000 | -12.3% | 203,205 | -6.0% | 0.01% | 0.0% |
| Q2 2022 | $21,974,000 | -11.4% | 216,067 | -2.2% | 0.01% | 0.0% |
| Q1 2022 | $24,808,000 | +6.0% | 221,009 | +5.9% | 0.01% | +25.0% |
| Q4 2021 | $23,407,000 | -8.7% | 208,786 | -15.9% | 0.00% | -20.0% |
| Q3 2021 | $25,644,000 | -8.7% | 248,115 | -7.4% | 0.01% | 0.0% |
| Q2 2021 | $28,075,000 | +15.5% | 267,966 | +11.4% | 0.01% | 0.0% |
| Q1 2021 | $24,307,000 | +49.0% | 240,443 | +34.9% | 0.01% | +25.0% |
| Q4 2020 | $16,316,000 | +43.7% | 178,294 | +27.1% | 0.00% | +33.3% |
| Q3 2020 | $11,355,000 | +42.2% | 140,315 | +38.4% | 0.00% | +50.0% |
| Q2 2020 | $7,987,000 | +21.9% | 101,392 | +9.5% | 0.00% | 0.0% |
| Q1 2020 | $6,550,000 | -37.1% | 92,564 | -16.7% | 0.00% | -33.3% |
| Q4 2019 | $10,410,000 | +3.3% | 111,087 | -2.2% | 0.00% | 0.0% |
| Q3 2019 | $10,073,000 | -8.9% | 113,529 | -10.3% | 0.00% | 0.0% |
| Q2 2019 | $11,062,000 | +4.9% | 126,603 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $10,549,000 | +33.5% | 123,150 | +21.6% | 0.00% | +50.0% |
| Q4 2018 | $7,899,000 | +0.1% | 101,282 | +11.8% | 0.00% | 0.0% |
| Q3 2018 | $7,889,000 | +9.4% | 90,589 | +4.3% | 0.00% | 0.0% |
| Q2 2018 | $7,213,000 | -8.9% | 86,853 | -9.5% | 0.00% | 0.0% |
| Q1 2018 | $7,921,000 | +48.3% | 96,021 | +53.9% | 0.00% | +100.0% |
| Q4 2017 | $5,343,000 | +48.4% | 62,404 | +40.5% | 0.00% | 0.0% |
| Q3 2017 | $3,600,000 | -11.9% | 44,417 | -15.0% | 0.00% | 0.0% |
| Q2 2017 | $4,084,000 | +10.9% | 52,262 | +10.2% | 0.00% | 0.0% |
| Q1 2017 | $3,682,000 | -7.5% | 47,431 | -9.7% | 0.00% | 0.0% |
| Q4 2016 | $3,981,000 | +23.1% | 52,545 | +17.2% | 0.00% | 0.0% |
| Q3 2016 | $3,234,000 | -4.5% | 44,837 | -5.4% | 0.00% | 0.0% |
| Q2 2016 | $3,388,000 | -0.3% | 47,402 | -3.7% | 0.00% | 0.0% |
| Q1 2016 | $3,398,000 | +44.5% | 49,225 | +39.8% | 0.00% | 0.0% |
| Q4 2015 | $2,351,000 | +11.2% | 35,215 | +4.4% | 0.00% | 0.0% |
| Q3 2015 | $2,114,000 | +69.3% | 33,743 | +82.0% | 0.00% | – |
| Q2 2015 | $1,249,000 | -5.6% | 18,544 | -4.2% | 0.00% | – |
| Q1 2015 | $1,323,000 | +40.7% | 19,367 | +41.5% | 0.00% | – |
| Q4 2014 | $940,000 | -9.1% | 13,687 | -12.1% | 0.00% | – |
| Q3 2014 | $1,034,000 | -57.8% | 15,579 | -57.8% | 0.00% | – |
| Q2 2014 | $2,448,000 | +144.6% | 36,878 | +132.8% | 0.00% | – |
| Q1 2014 | $1,001,000 | +32.6% | 15,842 | +30.8% | 0.00% | – |
| Q4 2013 | $755,000 | -62.4% | 12,108 | -65.3% | 0.00% | – |
| Q3 2013 | $2,006,000 | +132.7% | 34,892 | +128.1% | 0.00% | – |
| Q2 2013 | $862,000 | – | 15,294 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
| Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
| SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
| Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
| Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
| MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
| Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
| ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
| PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
| CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |